Experience

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  Premier Tax & Finance, Inc.

  • Thousand Oaks

  • President & CEO

    • Jan 2010 - Present
    • Thousand Oaks

    Corporate and Individual Tax PreparationCFO Consulting / CoachingBusiness AccountingCash Flow ManagementStrategic Business PlanningBookkeeping Payroll ServicesQuickBooks Set-up

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  The DT Group

  • Studio City

  • Chief Financial Officer

    • Dec 2005 - Jun 2010
    • Studio City

    Oversaw investment banker meetings that led to a $50 million capital infusion into the company’s projects.Restated three years of financial statements enabling the preparation of Private Placement Memorandums to raise funds for the company’s multi-family real estate projects.Revamped the organiza...

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  YearDisc Systems

  • Thousand Oaks, CA

  • CEO / CFO

    • Oct 1998 - Dec 2005
    • Thousand Oaks, CA

    Directed product development, marketing, and operations for the first self-authoring software, learning modules, and complementary Internet programs for designing and producing CD-ROM yearbooks and other presentation/recognition products.Prepared business and financing plans, negotiated agreement...

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  YouBet.com

  • Los Angeles, CA

  • CFO

    • Feb 1996 - Sep 1998
    • Los Angeles, CA

    Reconstructed three years of financial statements of a product development company, from bank records and receipts; which were audited for inclusion in the company’s first annual SEC filing (10-K); prepared SEC filings that preceded the preparation of the Private Placement Memorandum (PPM). Rais...

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  ICS Communications

  • Los Angeles, CA

  • CFO / SVP Operations

    • Jun 1993 - Feb 1996
    • Los Angeles, CA

     Served as founding CFO of a business focused on serving the residents of multi-family buildings. Revenue increased from $1M to $20Mand units under contract rose from 3.2K to 175K in less than two years. Participated in raising $55M in equity through four separate transactions. Negotiated a l...

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  Spectradyne, Inc.

  • Chicago Il / Richardson Texas

  • Financial Operations Manager

    • Dec 1990 - May 1993
    • Chicago Il / Richardson Texas

     Turned around a Chapter 11 company as a division business manager. Promoted to corporate financial operations manager after consistent results in excess of budget. Implemented revenue improvement and expense reduction programs, which increased company profitability over $800K annually.  Int...

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  United Technologies

  • Chicago, Il

  • Senior International Auditor

    • Apr 1987 - Dec 1990
    • Chicago, Il

    Led operational and financial audits of the company's subsidiaries principally in South East Asia. Recommended several process improvements that saved the Company $1.3M.

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  Rheem Manufacturing

  • Chicago, Il

  • Manager of Internal Audit

    • Jul 1984 - Mar 1987
    • Chicago, Il

    Hired and supervised internal audit staff. Developed audit cycle and directed internal audits of all of the company's subsidiaries. Performed due diligence of acquisitions and participated in divestitures final accounting.

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  Transamerica Corporation

  • Chicago IL

  • Senior Internal Auditor

    • Jul 1980 - Jun 1984
    • Chicago IL

    Led operational and financial audits of the company's subsidiaries principally in the United States. Recommended several process improvements that saved the Company $375K.